Jefferies Group’s Hartford Financial Services HIG Stock Holding History

Jefferies Group’s Portfolio HIG Stock Details HIG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-31,700	Closed	-$1.58M	–	2312
2018 Q3	$1.58M	Buy	31,700 +20,300	+178%	+$1.04M	0.01%	1087
2018 Q2	$583K	Buy	+11,400	New	+$597K	﹤0.01%	1514
2017 Q1	–	Sell	-8,800	Closed	-$419K	–	2472
2016 Q4	$419K	Hold	8,800	–	–	﹤0.01%	1650
2016 Q3	$377K	Hold	8,800	–	–	﹤0.01%	1729
2016 Q2	$391K	Sell	8,800 -93,700	-91%	-$4.18M	﹤0.01%	1548
2016 Q1	$4.72M	Buy	102,500 +44,200	+76%	+$1.86M	0.03%	501
2015 Q4	$2.53M	Sell	58,300 -28,200	-33%	-$1.29M	0.01%	768
2015 Q3	$3.96M	Buy	86,500 +2,000	+2%	+$92.4K	0.02%	589
2015 Q2	$3.51M	Buy	+84,500	New	+$3.53M	0.02%	663
2014 Q1	–	Sell	-25,000	Closed	-$906K	–	2181
2013 Q4	$906K	Sell	25,000 -58,600	-70%	-$2.02M	0.01%	877
2013 Q3	$2.6M	Buy	83,600 +19,100	+30%	+$596K	0.03%	513
2013 Q2	$1.99M	Buy	+64,500	New	+$1.86M	0.02%	512

Other funds holding HIG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Jefferies Group's HIG Position: Q3 2022 in Review

Jefferies Group reduced its Hartford Financial Services (HIG) stake by 90% in Q3 2022, selling an estimated $2.93M and leaving 5,034 shares worth $312K. The position accounts for ﹤0.01% of the portfolio, ranked #1210.

Jefferies Group first reported a position in HIG in Q2 2013 and has held it in 27 quarters since. The position peaked at $7.12M in Q3 2014. 734 funds tracked by Wall St. Rank hold HIG as of Q3 2022.

Jefferies Group held 5,034 shares of Hartford Financial Services worth $312K as of Q3 2022.
Jefferies Group sold 44,966 Hartford Financial Services shares in Q3 2022, an estimated $2.93M.
Hartford Financial Services made up ﹤0.01% of Jefferies Group's portfolio in Q3 2022, its #1210 holding.
Jefferies Group first reported a position in Hartford Financial Services in Q2 2013 and has held it in 27 quarters since.
Jefferies Group's Hartford Financial Services position peaked at $7.12M in Q3 2014.
734 funds tracked by Wall St. Rank held Hartford Financial Services as of Q3 2022.

Based on Jefferies Group's 13F filing for Q3 2022, filed 14 Nov 2022.